Leonard Rickey Investment Advisors’s Chevron CVX Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Sell
2025 Q2	$213K	Sell
2025 Q1	$203K	Sell
2024 Q4	$219K	Sell
2024 Q3	$226K	Sell
2024 Q2	$407K	Sell
2024 Q1	$411K	Buy
2023 Q4	$376K	Buy
2023 Q3	$419K	Buy
2023 Q2	$270K	Buy